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BridgePort Financial Solutions’s Coca-Cola KO Stock Holding History

BridgePort Financial Solutions’s Portfolio KO Stock Details KO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$755K Buy
9,296
+20
+0.2% +$1.58K 0.19% 100
2026
Q1 		$705K Buy
9,276
+20
+0.2% +$1.51K 0.2% 97
2025
Q4 		$647K Sell
9,256
-321
-3% -$22.4K 0.17% 110
2025
Q3 		$635K Buy
9,577
+1,402
+17% +$96.5K 0.17% 108
2025
Q2 		$578K Sell
8,175
-174
-2% -$12.4K 0.19% 97
2025
Q1 		$598K Buy
8,349
+135
+2% +$9.02K 0.27% 82
2024
Q4 		$582K Buy
+8,214
New +$536K 0.26% 82

Other funds holding KO

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BridgePort Financial Solutions's KO Position: Q2 2026 in Review

BridgePort Financial Solutions increased its Coca-Cola (KO) stake by 0.22% in Q2 2026, buying an estimated $1.58K and bringing the position to 9,296 shares worth $755K. The position accounts for 0.19% of the portfolio, ranked #100.

BridgePort Financial Solutions first reported a position in KO in Q4 2024 and has held it in 7 quarters since. 3,634 funds tracked by Wall St. Rank hold KO as of Q2 2026.

  • BridgePort Financial Solutions held 9,296 shares of Coca-Cola worth $755K as of Q2 2026.
  • BridgePort Financial Solutions bought 20 Coca-Cola shares in Q2 2026, an estimated $1.58K.
  • Coca-Cola made up 0.19% of BridgePort Financial Solutions's portfolio in Q2 2026, its #100 holding.
  • BridgePort Financial Solutions first reported a position in Coca-Cola in Q4 2024 and has held it in 7 quarters since.
  • 3,634 funds tracked by Wall St. Rank held Coca-Cola as of Q2 2026.

Based on BridgePort Financial Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.